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Macro Pulse highlights recent activity and events expected to affect the U.S. economy over the next 24 months. While the review is of the entire U.S. economy its particular focus is on developments affecting the Forest Products industry. Everyone with a stake in any level of the sector can benefit from
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Saturday, May 16, 2015

April 2015 Industrial Production, Capacity Utilization and Capacity

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Total industrial production (IP) decreased 0.3% (0.0% expected) in April for its fifth consecutive monthly loss. Manufacturing output was unchanged in April after recording an upwardly revised gain of 0.3% in March. In April, the index for mining moved down 0.8%, its fourth consecutive monthly decrease; a sharp fall in oil and gas well drilling has more than accounted for the overall decline in mining this year. The output of utilities fell 1.3% in April. At 105.2% of its 2007 average, total IP in April was 1.9% above its year-earlier level. Wood Products and Paper output rose, respectively, by 1.3% and 0.2%. 
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Capacity utilization (CU) for the industrial sector decreased 0.4 percentage point in April to 78.2%, a rate that is 1.9 percentage points below its long-run (1972–2014) average. Wood Products and Paper CU both bucked the larger trend by rising, respectively, +0.9% (to 69.2%) and +0.4% (to 83.6%). 
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Capacity at the all-industries and manufacturing levels moved higher: +0.2% (to 134.5% of 2007 output) and +0.1% (to 132.6%), respectively. Wood Products extended its ongoing upward trend (since July 2013) when increasing by 0.3% (to 118.4%). Paper, by contrast, contracted by 0.1% to another new low (98.5%). Paper capacity was 2.4% lower in April than a year earlier.
The foregoing comments represent the general economic views and analysis of Delphi Advisors, and are provided solely for the purpose of information, instruction and discourse. They do not constitute a solicitation or recommendation regarding any investment.

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